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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

Technology Tools for FP&A: Going Beyond Excel
Technology
September 3, 2020
FP&A Tags:
FP&A Skills, FP&A Technology, Digital FP&A

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

There are purpose-built software tools for nearly any need you may have, but there are a few questions you’ll want to ask yourself before you start using any of these tools.

Read more
How to Improve Sales Budget with Statistical Forecasting
budgeting
September 2, 2020
FP&A Tags:
Planning and Budgeting, Modelling and Forecasting

By Renato Rossetti, Senior Finance Professional​

This article will discuss how financial planning and analysis (FP&A) professionals can determine the general market trend using a statistical approach based on time series and how they can apply some adjustments to reflect different opportunities or threats to the business plan.

Read more
How FP&A Can Help Organizations Navigate Through Crisis
fp&a
August 26, 2020
FP&A Tags:
Cash Planning, Integrated FP&A, FP&A Business Partnering

By João Marcelo Marques de Andrade, Senior Financial Planning Analyst at Nissan Motor Corporation

Working in FP&A during a crisis is extremely challenging but it is also an opportunity to mature processes, reach a stage where FP&A can conduct organizational changes and become a real Business Partner. This article highlights three main areas for FP&A improvement.

Read more
Less Is More – FP&A Storytelling
Storytelling
August 25, 2020
FP&A Tags:
FP&A Skills, FP&A Storytelling

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

Knowing your numbers is a good starting point for an FP&A professional. But it is also required to know how to present the findings to others.

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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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